Private Client Holdings
Since 1990, Private Client Holdings has been assisting families define and implement strategies for managing their wealth. PCH take on the tasks associated with a traditional family office including; investment and portfolio management, tax and administrative services consolidated reporting, transaction banking, estate and succession planning - ensuring that the family wealth successfully grows from generation to generation
7-day free trial · no credit card
Verified contacts
74
available on Kipplo
LinkedIn employees
100
51 to 200 range
Open roles
—
no listings
Distinct roles
46
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 74 verified contacts at Private Client Holdings
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
74 contacts with verified email or phone · masked until revealed.
- MM
Mark MacSymon
Wealth Manager · Finance & Accounting
EmailPhone - BL
Bryan Leach
Senior Wealth Manager · Finance & Accounting
EmailPhone - AF
Alan Ferguson
Wealth Manager · Finance & Accounting
EmailPhone - AR
Alisha Ramkomar
Audit Supervisor · Finance & Accounting
EmailPhone - AC
Andrew Cillie
Wealth Manager · Finance & Accounting
EmailPhone - BW
Bettina W.
Estate and Trust Administrator · Finance & Accounting
EmailPhone - CF
Chris Fraenkel
Wealth Manager · Finance & Accounting
EmailPhone - CH
Christian Helmbold
Wealth Manager · Finance & Accounting
EmailPhone - GL
Gareth Lange
Wealth Manager · Finance & Accounting
EmailPhone
Showing 9 of 74 verified contacts
Top roles at Private Client Holdings
46 distinct titles indexed · top 10 shown.
- 12wealth manager
- 6wealth management associate
- 4client accountant
- 2audit supervisor
- 2fiduciary specialist
- 2fintech
- 2internal consultant
- 2paraplanner
- 2portfolio administrator
- 2saica trainee
- +36more titles
Sign up to unlock all 74 contacts at Private Client Holdings
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 74 verified contacts at Private Client Holdings
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.